Rich Opportunity Notes

Salesforce Record Data

The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

@mentions

Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

Checklists

Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

Capture notes in context on any device and have them automatically embed in your Salesforce opportunity.

Avoid note sprawl and information silos by quickly collaborating with stakeholders on opportunity notes in a single, centralized workspace that’s embedded in your Salesforce Opportunity record. No more time is wasted searching for hand-written notes or emails. Quip docs work from any device, and even offline, so notes update automatically back to Salesforce for everyone to see when you’re back online. Quip is the place sales teams keep all the account knowledge in one place – inside Salesforce – helping onboard and ramp new reps.

Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

Salesforce Record Data

The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

@mentions

Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

Checklists

Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.